The Persona Worksheet

  • Who is your Target Client?

    Target Clients are fictional representations of your ideal customers. They are based on real data about customer demographics and online behavior, along with educated speculation about their personal histories, motivations, and concerns.
  • Use This Template!

    That’s why we’ve created this handy-dandy form – so you can quickly explain your target client and disseminate that information across the organization in a palatable, organized format. This template will walk you through how to input and format the information you know about your client in a way that’s extremely easy for your entire company to understand. And since your research is already done, this is the easy part!
  • Background

  • Example: Mary or John
  • What are some of the roles this target client plays in his or her personal and professional life? Example: Teacher, HOA Board Member, Doctor
  • Demographics

  • (Consider a spouse’s income, if relevant)
  • Add a new row